See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,605 | $127,065-89.3% | $113,168-88.0% | $142,382-90.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 24.04% | 24.03%0pp | 24.27%-0.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,150 | $3,442-66.6% | $2,975-61.4% | $4,299-73.3% |
| Participant deferral / active EE | $2,044 | $5,716-64.2% | $5,107-60.0% | $6,507-68.6% |
| Admin fee / account holder | $989 | $15,736-93.7% | $12,068-91.8% | $12,624-92.2% |